TEGE Exempt Organizations Council upcoming events

September 22 - EO Roundtable Meeting (09/22/2026)

Tue, 22 Sep 2026 18:00:00 GMT

Date: September 22, 2026

Title: Exempt Organizations Roundtable

Format: via Video Conference. The Interactive Online Meeting will be available for dial-in for individuals. A meeting link will be sent 1-2 days prior to the program.

Exempt Organization Roundtable (EORT): The TEGE EO Council hosts the Exempt Organization Roundtable (EORT) on the second to last Tuesday of each month at 11:00 AM PT / 2:00 PM ET. This roundtable is a dedicated forum for CPAs and attorney practitioners to discuss federal tax topics that impact tax-exempt organizations.

Meeting Focus: The EORT provides an opportunity for professionals to engage in meaningful discussions on a variety of issues, including:

Working Group Updates
Successes and Challenges working with the IRS:
Determinations
Exams
Compliance
Notices
Business Master File
Emerging Topics: Exploring new and evolving issues that may arise each month.

Participation: These roundtable sessions are designed to foster collaboration and knowledge sharing among practitioners. Attendees can expect to gain insights from peers, discuss challenges, and stay informed about the latest federal tax developments for tax-exempt organizations.

Call for Agenda Suggestions: The EORT leaders (Chris Anderson and Lori Rothe Yokobosky) welcome agenda suggestions. CLICK HERE to make recommendations.

**This event is meant for members only of the EO Council and requires you to opt-in to receive the information. If you have not joined the Roundtable mailing list, please do so by following the instructions below.

Log in to the EO Council website at https://www.eocouncil.org as a member.
Click on the Logged-In Member Icon Button at the homepage's top right.
Select "View Profile" from the dropdown menu.
Click the "Edit Profile" button on your profile page.
As you scroll down, please click the box asking if you are interested in the EORT meetings.
Don't forget to click the "Save" button at the bottom to save your profile updates.

We encourage you to take a moment to update your profile as soon as possible. This will help you tailor your experience and ensure that you're actively involved in the areas of the Council that matter most to you.

If you have any questions, please contact us at admin@eocouncil.org.

October 7 - EO Roundtable State Regulatory Discussion Group Meeting (10/07/2026)

Wed, 07 Oct 2026 16:00:00 GMT

Date: October 7, 2026

Title: Exempt Organizations State Regulatory Discussion Group

Format: via Video Conference. The Interactive Online Meeting will be available for dial-in for individuals.

Exempt Organization Roundtable State Regulatory Discussion Group: The TEGE EO Council hosts the State Regulatory Discussion Group quarterly on the first Wednesday of the month at 9:00 AM PT / 12:00 PM ET. This discussion group is a dedicated forum for CPAs and attorney practitioners to discuss state tax topics that impact tax-exempt organizations.

Meeting Focus: The State Regulatory Discussion Group provides an opportunity for professionals to engage in meaningful discussions on a variety of issues, including:

Working Group Updates
Successes and Challenges working with State agencies
Compliance
Notices
Emerging Topics: Exploring new and evolving issues that may arise each month.

Participation: These roundtable sessions are designed to foster collaboration and knowledge sharing among practitioners. Attendees can expect to gain insights from peers, discuss challenges, and stay informed about the latest state tax developments for tax-exempt organizations.

Call for Agenda Suggestions: The State Regulatory Discussion leader (Amanda Adams) welcomes agenda suggestions. Please email Amanda to make recommendations.

**This event is meant for members only of the EO Council and requires you to opt-in to receive the information. If you have not joined the State Roundtable mailing list, please do so by following the instructions below.

Log in to the EO Council website at https://www.eocouncil.org as a member.
Click on the Logged-In Member Icon Button at the homepage's top right.
Select "View Profile" from the dropdown menu.
Click the "Edit Profile" button on your profile page.
As you scroll down, please click the box asking if you are interested in the State Regulatory Discussion Group.
Don't forget to click the "Save" button at the bottom to save your profile updates.

If you have any questions, please contact us at admin@eocouncil.org.

October 20 - EO Roundtable Meeting (10/20/2026)

Tue, 20 Oct 2026 18:00:00 GMT

Date: October 20, 2026

Title: Exempt Organizations Roundtable

Format: via Video Conference. The Interactive Online Meeting will be available for dial-in for individuals. A meeting link will be sent 1-2 days prior to the program.

Meeting Focus: The EORT provides an opportunity for professionals to engage in meaningful discussions on a variety of issues, including:

Working Group Updates
Successes and Challenges working with the IRS:
Determinations
Exams
Compliance
Notices
Business Master File
Emerging Topics: Exploring new and evolving issues that may arise each month.

Call for Agenda Suggestions: The EORT leaders (Chris Anderson and Lori Rothe Yokobosky) welcome agenda suggestions. CLICK HERE to make recommendations.

Log in to the EO Council website at https://www.eocouncil.org as a member.
Click on the Logged-In Member Icon Button at the homepage's top right.
Select "View Profile" from the dropdown menu.
Click the "Edit Profile" button on your profile page.
As you scroll down, please click the box asking if you are interested in the EORT meetings.
Don't forget to click the "Save" button at the bottom to save your profile updates.

If you have any questions, please contact us at admin@eocouncil.org.

October 27- Group Therapy for Group-ruling Holders (10/27/2026)

Tue, 27 Oct 2026 19:00:00 GMT

Date: October 27, 2026

Title: Group Therapy for Group-ruling Holders

Format: via Video Conference. The Interactive Online Meeting will be available for dial-in for individuals. A meeting link will be sent 1-2 days prior to the program.

Group Therapy for Group-ruling Holders: The TEGE EO Council hosts Group Therapy for Group-ruling Holders approximately every other month. Typically, meetings are one hour on the last Tuesday of the month at 3 p.m. EST, although some meetings shift based on holidays or other conflicts.

Meeting Focus: This group provides an opportunity to collaborate, share information, identify problems and troubleshoot solutions related to issues encountered by central and subordinate organizations under a group ruling exemption from the IRS. The group is tailored to accountants, attorneys, and other professionals who encounter these exemptions whether assisting central or subordinate organizations or working with them as donors/grantors. Experienced and new practitioners in this area are welcome. If there is a particular topic or agenda item you would like considered, please e-mail jgniady@stradley.com.

If you have any questions, please contact us at admin@eocouncil.org.

November 20, 2026 - TEGE Exempt Organizations Update (11/20/2026)

Fri, 20 Nov 2026 15:00:00 GMT

Date: November 20, 2026

Title: Exempt Organizations Update

Format: via Webinar

Presented by the TEGE Exempt Organizations Council, in cooperation with D.C. Bar Continuing Legal Education and The Greater Washington Society of CPAs

Program Agenda: COMING SOON

CE: NASBA CPE anticipated; CLE anticipated in 48 states; EA credit anticipated.

Format: The webinar will be available for dial-in for individuals. A webinar link will be sent 1-2 days prior to the program.

December 15- Group Therapy for Group-ruling Holders (12/15/2026)

Tue, 15 Dec 2026 20:00:00 GMT

Date: December 15, 2026

Title: Group Therapy for Group-ruling Holders

Format: via Video Conference. The Interactive Online Meeting will be available for dial-in for individuals. A meeting link will be sent 1-2 days prior to the program.

Meeting Focus: This group provides an opportunity to collaborate, share information, identify problems and troubleshoot solutions related to issues encountered by central and subordinate organizations under a group ruling exemption from the IRS. The group is tailored to accountants, attorneys, and other professionals who encounter these exemptions whether assisting central or subordinate organizations or working with them as donors/grantors. Experienced and new practitioners in this area are welcome. If there is a particular topic or agenda item you would like considered, please e-mail jgniady@stradley.com.

If you have any questions, please contact us at admin@eocouncil.org.

March 4-5, 2027 - TEGE Annual Exempt Organizations Update and Meeting (03/04/2027)

Thu, 04 Mar 2027 05:00:00 GMT

Date: March 4-5, 2027

Title: TEGE Annual Exempt Organizations Update and Meeting

Presented by the TEGE Exempt Organizations Council, in cooperation with D.C. Bar Continuing Legal Education and The Greater Washington Society of CPAs

Format: LIVE at D.C. Bar, 901 4th Street, NW, Washington, DC 20001

Agenda: COMING IN FALL 2026

CE: NASBA CPE anticipated; CLE anticipated in 48 states; EA credit anticipated.

Format: In-Person program will be held at the D.C. Bar Association.

Suggested DC Hotel: AC Hotel by Marriott Washington DC Convention Center, located less than 1 mile from the DC Bar at 501 K St NW, Washington, DC 20001. We have not blocked rooms, but encourage you to choose this hotel. Click Here for more information.

Call for Questions: The TIC-TAQ Forum Co-Chairs (Jennifer Becker-Harris and Preston Quesenberry) regularly provide questions in advance to our government speakers. In preparation for future programs, we encourage you to submit questions and comments for government speakers at https://www.eocouncil.org/question-submission.html.

Payment/Refund Policies:

Sorry, no refunds on registration and no registration without timely payment.

Payment errors requiring reversal of charges will incur a $25 fee, plus an additional fee for any hard costs advanced for a cancelling attendee.

For ease of administration, we encourage payment by credit card. If you must pay by check, please contact jschragg@newtongrangellc.com.

Questions? Please contact the following with questions:

Registration/Miscellaneous Questions - admin@eocouncil.org

Payment - Jeff Schragg at jschragg@newtongrangellc.com

CPE Credit (CPAs) - Welansa Mekonnen at wmekonnen@gwscpa.org

CLE Credit (Attorneys) - DC Bar at MCLE@dcbar.org